分析师：投资者对AI基建支出的恐慌可能已经见顶

智通财经03-05

智通财经APP获悉，据 Rosenblatt Securities 高级分析师 Barton Crockett 称，大型超大规模数据中心运营商在投资者对其巨额支出表示担忧方面，已经达到了“负面情绪的顶峰”。Crockett在接受采访时表示，虽然亚马逊(AMZN.US)、谷歌(GOOGL.US)、Meta (META.US)和微软(MSFT.US)的资本支出大幅增长，但随着支出水平趋于稳定，这种情况...

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称，大型超大规模数据中心运营商在投资者对其巨额支出表示担忧方面，已经达到了“负面情绪的顶峰”。Crockett在接受采访时表示，虽然亚马逊(AMZN.US)、谷歌(GOOGL.US)、Meta (META.US)和微软(MSFT.US)的资本支出大幅增长，但随着支出水平趋于稳定，这种情况...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1410378.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU1791710582.SGD","symbol_name":"Fidelity Global Demographics A-ACC-SGD (SGD/USD hedged)","start_time":0,"source_url":"http://www.zhitongcaijing.com/content/detail/1410378.html","article_id":"2617515782","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2617515782","pubTimestamp":1772692639,"columns":[],"sourceInfo":{"source_id":"stock_zhitongcaijing","name":"智通财经网"},"weMediaInfo":null,"summary":"智通财经APP获悉，据 Rosenblatt Securities 高级分析师 Barton Crockett 称，大型超大规模数据中心运营商在投资者对其巨额支出表示担忧方面，已经达到了“负面情绪的顶峰”。令人担忧的数据：四大超大规模数据中心运营商的总资本支出同比增长约 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Analyst","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"USAW.SI":0.6,"AMZZ":0.6,"AMZN":0.86,"NFXL":0.6,"AZYY":0.6,"AMZY":0.6,"AMZD":0.6,"AMZP":0.6,"NFLU":0.6,"NFLY":0.6,"NFLP":0.6,"AMZW":0.6,"AMZU":0.6,"NFLW":0.6,"NFXS":0.6},"content_text":"智通财经APP获悉，据 Rosenblatt Securities 高级分析师 Barton Crockett 称，大型超大规模数据中心运营商在投资者对其巨额支出表示担忧方面，已经达到了“负面情绪的顶峰”。Crockett在接受采访时表示，虽然亚马逊(AMZN.US)、谷歌(GOOGL.US)、Meta (META.US)和微软(MSFT.US)的资本支出大幅增长，但随着支出水平趋于稳定，这种情况有望得到改善。令人担忧的数据：四大超大规模数据中心运营商的总资本支出同比增长约 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